LexisNexis Firm Manager: Custom Templates Streamline Your Workflow

LexisNexis has suspended development of Firm Manager. If you have questions about how to transition to another program, click here for our IT needs assessment and here for our law practice management software guide.

“Routine tasks are accomplished more quickly and effectively. This frees attorneys to focus on high-value work without the risk of something getting missed or having to micromanage support staff.”

Firm Manager 2.0, LexisNexis’s flagship practice management software for solo and smaller law firms, is an affordable, powerful, and customizable tool to help busy lawyers avoid the stress of practice management and do more of what they do best: practice law.

Details

When LexisNexis revamped Firm Manager earlier this year, it added many powerful new features, including checklists and templates that can be customized to specific practice areas.

Both tools ensure consistent processes, which guarantees that routine tasks are accomplished more quickly and effectively. This frees attorneys to focus on high-value work without the risk of something getting missed or having to micromanage support staff.

For example, personal injury attorneys can capture information on health care providers, the date of the accident, and the income information of their plaintiff, among other things.

On the other hand, estate planners might customize their intake form to include current debt, executor information, and whether or not there’s a living will.

Where custom intake templates allow firms to tailor the intake experience to their specific requirements, custom checklists allow firms to set up templates so that each case is handled consistently and thoroughly.

These checklists let lawyers set a series of defined stages and tasks that must occur for each case.

How to Get It

Solo/small users and firms who want to get more control over their law practice can choose the Firm Manager 2.0 Starter package, for $29/month/user.

Larger firms or firms that want to fully leverage the powerful productivity and reporting tools to grow their practice can choose Firm Manager 2.0 Essentials, at $44/month/user.

A 30-day free trial is available, and no credit card is required. If you choose to purchase after the free trial period, you get a 20% discount.